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The Quilter Foundation

RegisteredRegistered charity number 1175555LondonOther charitable purposes
Income£671k2025-12-31
Spending£444ksame year
Spent / received94%5-year average
Size in its cause95th pctOther charitable purposes
Registered2017CIO
Employees0latest return

Analysis

The Quilter Foundation is a registered charity in England and Wales, based in London. It was registered in November 2017, 9 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations and other charitable activities.

In the financial year ending December 2025, The Quilter Foundation reported income of £671k and spending of £444k, leaving 34% of income unspent that year. Across the 5 years on record, from December 2021 to December 2025, income grew from £522k to £671k (+28%), an average of +6.5% a year. The sharpest change came in the year to December 2022, when income rose by 36%. Over the whole period it spent 94% of the income it received.

Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, The Quilter Foundation sits at the 95th percentile: it is larger than about 94% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include Phoenix Domestic Abuse Services (£665k), Royal Navy Winter Sports Association (£700k) and Asylum Justice (£634k).

In its latest detailed accounts, income came from donations and legacies 67%, investments 26% and trading 6.9%. Charitable activities took 90% of spending and raising funds 9.7%. Reserves of £10.0m would cover about 270 months of spending at that rate.

Income and spending

£0£263k£526k£790k£1.1m2021 Income: £521,9262021 Spending: £506,59920212022 Income: £708,8442022 Spending: £1,052,78220222023 Income: £728,3132023 Spending: £447,62720232024 Income: £930,7232024 Spending: £881,76720242025 Income: £670,5492025 Spending: £443,7552025
IncomeSpending

Where the income comes from

  • Donations 67%
  • Trading 6.9%
  • Investments 26%

In the charity's own words

The Quilter Foundation's vision is a society where everyone, regardless of age or background, has the skills and confidence to make informed financial decisions. We achieve this by helping organisations run programmes that empower people to plan and manage their money throughout their lives, through a combination of strategic partnerships and community-based grant programmes.

Similar-sized charities, same cause

CharityLocationIncome
Phoenix Domestic Abuse ServicesAbertillery£665k
Royal Navy Winter Sports AssociationPortsmouth£700k
Asylum JusticeCardiff£634k
Charitable GivingTavistock£708k